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Sponsor portfolioWelfare / HealthEIN 16-0950645

O'CONNELL ELECTRIC CO.

830 PHILLIPS RD · VICTOR, NY 14564
5857886517
Plans filed
6
Years active
2017–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
204
No prior year
Total participants
192
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #501$2.2M
O'CONNELL ELECTRIC COMPANY, INC. WELFARE BENEFIT PLAN
Fully insured204 covered·5 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #502$1.6M
O'CONNELL ELECTRIC CO. MEDICAL BENEFIT PLAN
Fully insured108 covered·1 carrier
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #503$73K
O'CONNELL ELECTRIC CO. DENTAL BENEFIT PLAN
Fully insured109 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Plan #506$45K
O'CONNELL ELECTRIC CO. LTD BENEFIT PLAN
Fully insured191 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Plan #504$13K
O'CONNELL ELECTRIC CO. VISION BENEFIT PLAN
Fully insured97 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #507$9K
O'CONNELL ELECTRIC CO. LIFE BENEFIT PLAN
Fully insured191 covered·1 carrier
Primary: LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M46.9%
Prescription drug$1.9M46.9%
Dental$98K2.4%
Other$72K1.7%
Long-term disability$54K1.3%
Short-term disability$21K0.5%
Life$10K0.2%
Vision$4K0.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRx
$1.9M88.6%11111
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 220832760
DLSTDLTDOth
$226K10.3%15190
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$14K0.6%1142
EMPLOYEE NETWORK, INC.
EIN 161285790
Oth
$6K0.3%11204
VISION SERVICE PLAN
EIN 222777159
V
$4K0.2%1139

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESROCHESTER, NYLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EXCELLUS BLUE CROSS BLUE SHIELD, VISION SERVICE PLAN$98K$6K$103K99.3%1
STRATEGIC NON-MEDICAL SOLUTIONS LLCBOSTON, MATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$741$0$7410.7%1
ALLIANCE FINANCIAL NETWORK—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$14$0$140.0%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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